SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)813,016,044.0
- RAUM (discretionary)813,016,044.0
- Actionable assets660,997,175.0
- Accounts (total)2,954.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM666,779.0
- HNW AUM660,330,396.0